See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,251 | $81,632-2.9% | $70,449+12.5% | $158,922-50.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.25% | 208.40%-185.2pp | 109.03%-85.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $7,032 | $3,217+118.6% | $2,737+157.0% | $4,761+47.7% |
| Participant deferral / active EE | $6,301 | $4,554+38.4% | $3,709+69.9% | $5,982+5.3% |
| Admin fee / account holder | $3,661 | $6,193-40.9% | $3,845-4.8% | $11,246-67.4% |